Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abhiruchi? Claim Your ProfileAbhiruchi Katriyar is a financial advisor registered with Morgan Stanley. Abhiruchi has been in the financial services industry since June 2016. Abhiruchi has a Series 66 license as well as Series 7, 9, 10 and SIE licenses. Abhiruchi holds registrations in 45 states and the District of Columbia, allowing Abhiruchi to offer a wide range of investment products and services to clients. Abhiruchi is based in Garden City, New York, and can assist clients across the country.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
04/02/2020 - Present
Morgan Stanley (Garden City NY)
NY
10/01/2015 - 03/04/2016
MORGAN STANLEY (GARDEN CITY NY)
BOTH
Issued 12/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/14/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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